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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,940 | $108,911-83.5% | $100,392-82.1% | $145,884-87.7% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 7.24% | 58.23%-51.0pp | 49.45%-42.2pp | 551.85%-544.6pp |
| Employer contribution / active EE | $780 | $4,420-82.3% | $3,941-80.2% | $4,662-83.3% |
| Participant deferral / active EE | $812 | $8,459-90.4% | $8,090-90.0% | $6,690-87.9% |
| Admin fee / account holder | $46,702 | $9,698+381.5% | $7,904+490.9% | $13,392+248.7% |